Senior Citizens’ Law Office, Inc.
Job Description
TITLE: Fiscal Officer
RESPONSIBILITIES: The Fiscal Officer oversees the financial management and implementation of SCLO’s fiscal policies and procedures.
DUTIES: Responsible for all of the following fiscal duties:
A. Fiscal Policies: Recommends, maintains and administers policies and procedures relating to the accounting and financial management of SCLO;
B. Financial reporting: Provides monthly financial reports for the Executive Director. To include: Payroll Summary, Balance Sheet, Profit & Loss and grant billings. Provide quarterly reports to the Board Treasurer and the Finance Committee to include the Budget Comparison Report, Balance Sheet, Revenues over Expenses (Profit & Loss).
C. Management of SCLO’s General Ledger: Maintain SCLO’s General Ledger, Accounts Receivable and Accounts Payable on a daily basis. Prepare deposits and recording of revenues. Prepare checks for payment of invoices and check requests. Records and maintains SCLO’s credit card use.
D. Trust Account: Manage clients trust accounts, account for all payments into trust accounts, and payments exiting trust accounts. Monthly review of trust account bank account.
E. Budget Management: Prepare the annual SCLO budget and budget revisions. Works with the Executive Director and Administrative Director to provide data and analysis of the financial position of SCLO. Ensure that expenses and income meet grant specifications and funding restrictions. Maintain cash flow. Review invoices and check requests. Prepare and disseminate invoices and grant billings.
F. Program Planning and Development: Work with the Executive Director, Administrative Director and Supervising Attorney on grant proposals, statistical reports, monthly and quarterly reports and preparing budgets for proposals.
G. Payroll: Prepare payroll, Federal and State payroll tax payments and all required monthly and quarterly reports. Work with Administrative Director on time record keeping and billing to revenue sources. Ensure proper payroll expense allocation to the General Ledger and subsidiary grant funding sources.
H. Bank Accounts: Reconcile bank accounts, client trust accounts, and monthly bank account statements.
I. Equipment and Furniture: Maintain equipment and furniture inventory schedule. Provide depreciation schedule to auditors.
J. 403(b): Enrollment, monitoring, and directing employer contribution amounts.
K. Audit: Work with auditors on the annual audit and audit review, responsible for filing extensions and preparation of tax returns and filings. Secure accounting opinions from outside sources on issues of concern.
L. Financial Documents: Maintain fiscal records for appropriate length of time and respond to inquiries to SCLO with regard to financial records.
M. Management team: Advise and assist the Executive Director, Administrative Director, and Supervising Attorney in the implementation of all SCLO policies and procedures. As a member of the management team, participates in executive decisions of SCLO.
N. Insurance and Dental Employee Benefits: Meet with insurance broker annually, assist management team in selecting appropriate insurance plans for employees.
QUALIFICATIONS: Graduation from accredited four-year college or university with major course work in accounting preferred. Knowledge of accounting software, bookkeeping procedures and fiscal reporting requirements. Strong fiscal organizational skills and interpersonal skills are required as well as good judgment. Ability to work with minimal supervision. Such other experience, qualifications and skills as are deemed appropriate. Experience working with a non-profit preferred, but not required.
How to Apply:
Applications should be emailed to Brwyn Downing at bdowning@sclonm.org or Kathy Heyman at kheyman@sclonm.org and must include a cover letter, and three references.
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Job Title: SCLO Estate Planning Staff Attorney
Job Location: Albuquerque, NM
Job Type: Elder Law – Civil
Organization: Senior Citizens Law Office, Inc.; www.sclonm.org
Position Description:
Senior Citizens’ Law Office, Inc. (SCLO) seeks a part-time (2 days a week) attorney to assist in handling our estate planning practice beginning January 3, 2023. SCLO provides simple wills, Transfer on Death Deeds, powers of attorney for health and finances, and non-contested probates to seniors with small estates.
The ideal candidate should be patient with and sensitive to seniors and have some background in estate planning. Salary is DOE.
Requirements:
Licensed New Mexico Bar member. Proficiency in Spanish is a plus but not required.
How to Apply:
Applications should be emailed to bdowning@sclonm.org and must include a cover letter, and three references.
